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Listen "Sentiment Up, Forecasts Down"
Episode Synopsis
Financial market sentiment has improved notably in recent days, buoyed by an unexpected pause in the US-China tariff war and the May 12 announcement of significantly reduced bilateral tariff rates. This détente has eased investor fears of a deepening global trade shock and sparked a rebound in risk appetite. Our charts this week focus on:
US shipping activity
The Blue Chip Growth Consensus
The Blue Chip Inflation Consensus
Global imbalances
US bank lending standards
Oil prices and inflation expectations
US shipping activity
The Blue Chip Growth Consensus
The Blue Chip Inflation Consensus
Global imbalances
US bank lending standards
Oil prices and inflation expectations
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In God we trust